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Actions | Layout | Dashboard | Videos

Run reports

This option enables you to run defined reports. After you have a selected a report (and any selection parameters where applicable), you can view the report.

Reports can have multiple named layouts. If a report has more than 1 layout, the layout names will be shown horizontally, and you can easily switch between them by clicking on the layout names:

screenshot analyze reports

You can also watch the instruction videos.

✭ Tips:
  • Click on XLReporting in the left-top of the screen to minimize the menu area and maximize the report area. Clicking again will restore it to the way it was.
  • If you experience any issues with scrolling in reports, change your browser settings.

Actions

When running a report, you can use the Actions button in the right-top of the screen:

screenshot analyze reports actions

This button opens a dropdown menu with further options:

  • Edit layout
  • Add to dashboard
  • Export data or print
  • Redefine this report

Edit layout

It is very easy to edit a report layout, simply by dragging fields across the various areas of a report. Click on Actions - Edit layout to edit the current report layout:

screenshot define reports layouts

This window enables you to change the report options and the fields position:

You can also watch the instruction video.

Report options

These are settings that determine the overall appearance of the report layout:

  • Type of report or chart:
    • Report: standard, drilldown, sparklines, treemap, organogram
    • Chart: line, bar, column, pie, donut, area, radar
    • KPI: gauges, bullet chart, scorecards
  • Column totals - sum, average, variance, or none
  • Report totals - sum, average, variance, or none
  • Color scales - (only for KPI types: define the color scales)
  • Sort by - sort either on the descriptions in the row fields (if you select multiple Row fields, these will all be included in the sort operation), or on the values in the report
  • Footer text - you can optionally provide a text for the report totals. For example, instead of the default "Totals" you might want to call it "Net result"

You can choose from over 30 different layout types.

Fields position

You can manually drag-and-drop any of the available fields into any of the report areas, and if you no longer want a field in your report, you can simply drag it out again.

  • Fields - this shows all fields that are available within this report.
  • Filters - drag fields here that you want to use as dynamic filters. They will be shown above the report with automatic lists of values. Whenever you select a different filter value, the report will be immediately updated to reflect this.
  • Rows - drag fields here that you want to lay out into rows. This is the main dimension of your report. You can create a grouping in your report by dragging multiple fields here, and move them into the desired order. For the standard report type, you can also indicate where you want subtotals.
  • Columns - drag fields here that you want to lay out into columns. Usually, these are fields that contain a period, date, or time. By including one or more fields into columns, you can create two-dimensional reports.
  • Values - drag fields here that you want to summarize on. Usually, these are number or amount fields. Once you have dragged a field here, you can click on it to select the color and the type of operation.
    screenshot define reports layouts
    You can choose from these operations:
    • Sum - the sum of all values (non-numeric values are ignored).
    • Average - the average of all values (non-numeric values are ignored).
    • Count - the number of values that are not blank (values can be numeric or text).
    • % of total - the % that each value makes up of the report total (non-numeric values are ignored). The report total is always 100%.
    • Minimum - the smallest value (values can be numeric or text).
    • Maximum - the largest value (values can be numeric or text).
    All operations are automatically calculated for all subtotal levels in the report.

You can also watch the instruction video.

Add to dashboard

A dashboard is a personal page with your own favorite reports and models. You can create multiple dashboards, and each dashboard can contain multiple reports or models.

Click on Actions - Add to dashboard to add this report to either a new dashboard, or to a new dashboard:

screenshot dashboard reports edit

Recommended reading:
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